Speaking Engagements | June 14, 2023

Key Estate Planning Concepts and Considerations

Presenter: Lucy M. Berkman

Lucy M. Berkman spoke at the Financial Planners Association of Western New York about basic estate planning techniques. Often overlooked considerations such as planning for inheritance by minor children and opportunities for Medicaid asset preservation were discussed. This program provided attendees with a broad-spectrum knowledge base regarding estate planning and special considerations for the young family and those potentially needing long term care.